How To Videos - Account Reporting
Searchable Account History and More
Easily check your account history, search for recent transactions, check your account balance, or ask questions about your account – all in one place.
Video Transcript
Each of your accounts is displayed as an account tile. You can see the Available Balance on the tile. From the ellipsis, you can access a menu with quick options. Use the View Activity or press on the tile to see the balance and the transactions. You can search for the text in your transaction history. You can filter your transactions by date, by description, by type, by amount and by check number or range. You can jump to the Funds Transfer page. You can ask a question about your account. Your account number will be pre-filled, and a Secure Message will be sent to us. You can see the Statement Description by tapping on the transaction. From the ellipsis, you can ask questions about specific transactions. The transaction details will be pre-filled, and a Secure Message will be sent to us. Select Details & Settings to see more account details. You can see all of your account details, including account number and our ABA routing number. You can also see additional settings, such as the account nickname, whether it is visible on the Home page, and the link to enroll in Text banking.
